Civic Intelligence

Red Oak School PTA

990EZ • Fiscal year 2017 • EIN 36-3312966

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 13, 2017

530 Red Oak LaneHighland Park, IL 60035

(847) 831-4570

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

5th percentile

-96%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$72,785

Down $20,057 (-22%) from 2016

Net Assets

Down

$72,785

Down $20,057 (-22%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$20,831

Up $1,915 (+10%) from 2016

Expenses

Up

$40,888

Up $6,232 (+18%) from 2016

Net Income

Down

-$20,057

Down $4,317 (-27%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2014: $117,737Net Assets 2014: $117,7372014Assets 2016: $92,842Net Assets 2016: $92,8422016Assets 2017: $72,785Net Assets 2017: $72,7852017Assets 2018: $65,321Net Assets 2018: $65,3212018

Highlighted filing

2017

Assets$72,785
Liabilities-
Net Assets$72,785

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2014: $36,594Expenses 2014: $41,965Net Income 2014: -$5,3712014Revenue 2016: $18,916Expenses 2016: $34,656Net Income 2016: -$15,7402016Revenue 2017: $20,831Expenses 2017: $40,888Net Income 2017: -$20,0572017Revenue 2018: $19,061Expenses 2018: $26,525Net Income 2018: -$7,4642018

Highlighted filing

2017

Revenue$20,831
Expenses$40,888
Net Income-$20,057
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 13, 2017
Return Version
2016v3.0
Gross Receipts
$115,533
Mission and Program Overview

Mission

enhance education of students at Red Oak School

Program Services

DescriptionGrantsExpenses
To enhance the education of the students at Red Oak School by facilitating interaction between the schools teachers and students parents Provide most current computer technology, updated library field trips, all to benefit the-$38,354
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christy Cardenas JonesCo Treas-$0--
Jocelyn HechtCo-VP-$0--
Julie CreininPresidentPT$0--
Amy LauerCo Treas-$0--
Diana MarcusCo VP-$0--
Lisa AbramsCo Sec-$0--
Molly LevyCo Sec-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
after school events$53,228$53,228$48,641$4,587
Food days$42,735$42,735$31,876$10,859
Total Events$111,000$111,000$91,089$19,911
Filing and Contact Details

Filer

Filer Name
Red Oak School PTA
EIN
36-3312966
Phone
8478314570
Address
530 Red Oak Lane, Highland Park, IL 60035

Signing Officer

Name
Christy Cardenas Jones
Title
Treasurer
Signed
2017-08-13
Discuss with paid preparer
No

Preparer

Firm
Teresa S Rupp CPA
Address
120 S Harvey, Oak Park, IL 60302
Preparer
Teresa R Benno
Phone
7084459396
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 110

Form 990-EZ, Part I, Line 16, Other Expenses

membership/dues 51

Form 990-EZ, Part I, Line 16, Other Expenses

bank charges 111

Form 990-EZ, Part I, Line 16, Other Expenses

Fees 10

Form 990-EZ, Part I, Line 16, Other Expenses

insurance 372

Raw XML Appendix189 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highland Park
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christy Cardenas Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jocelyn Hecht
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Creinin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Lauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Diana Marcus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lisa Abrams
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co Sec
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0654
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0enhance education of students at Red Oak School
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt019911
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt040888
IRS990EZ/TotalProgramServiceExpensesAmt038354
IRS990EZ/TotalRevenueAmt020831
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt091089
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt053228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015037
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1membership/dues 51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2bank charges 111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fees 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4insurance 372
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christy Cardenas Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Red Oak School PTA
ReturnHeader/Filer/BusinessNameControlTxt0REDO
ReturnHeader/Filer/EIN0363312966
ReturnHeader/Filer/PhoneNum08478314570
ReturnHeader/Filer/USAddress/AddressLine1Txt0530 Red Oak Lane
ReturnHeader/Filer/USAddress/CityNm0Highland Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060035
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.223.218.77
ReturnHeader/FilingSecurityInformation/IPDt02017-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:22:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Teresa S Rupp CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 S Harvey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060302
ReturnHeader/PreparerPersonGrp/PhoneNum07084459396
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa R Benno
ReturnHeader/ReturnTs02017-08-13T06:52:20-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings